Be Your Own Bank Archives | Private Banking Strategies

Small green seedlings sprout out of the dirt

15 Jul Creating a Strong Financial Foundation: The Role of Cash Flow Banking and Whole Life Insurance

Posted at 08:00h in Asset Protection, Be Your Own Bank, Cash Flow Banking, Family Banking, Insurance, Private Bank

At Private Banking Strategies, we believe that true financial security stems from building a foundation that is immune to market fluctuations, insulated from unnecessary taxation, and protected by time-tested legal frameworks. Through the strategic use of cash flow banking combined with permanent whole life insurance,...

Coins spilling out of a mason jar on a table

01 Jul What is Private Family Banking?

Posted at 08:00h in Asset Protection, Be Your Own Bank, Cash Flow Banking, Family Banking, Insurance, Private Bank

At Private Banking Strategies, we define private family banking as the time-tested, legally fortified strategy that allows families, business owners, entrepreneurs, and real estate investors to become their own bankers. This approach empowers individuals to build, preserve, and transfer wealth across generations with unmatched tax-free...

01 Jun Can You Borrow From Life Insurance to Buy a Home?

Posted at 08:00h in Be Your Own Bank, Cash Flow Banking, Insurance, Private Bank, Real Estate

At Private Banking Strategies, we employ whole life insurance as a cornerstone of our private banking framework. By borrowing against a policy’s cash value, our clients can finance a home purchase in a manner that is effectively tax-free, legally protected, and guaranteed to compound—attributes that...

A small plant growing from a glass filled with coins, symbolizing financial growth.

15 May The DIY Banking Revolution: How to Be Your Own Bank

Posted at 08:00h in Be Your Own Bank, Cash Flow Banking, Private Bank

For generations, we've been taught to surrender control of our financial lives to centralized institutions—big banks, Wall Street firms, and government-sponsored retirement plans. We were told these systems were built for our benefit. But here's the truth: they weren't. The rules of the game are...

Personal banking information on a computer screen.

01 Feb Participating Life Insurance Policy: What It Is and How It Works

Posted at 08:00h in Be Your Own Bank, dividend paying, Infinite Banking, Insurance, Private Bank

A dividend paying whole life insurance policy stands as more than a conventional safety net—it represents a sophisticated financial instrument designed to protect your wealth, minimize your tax exposure, and establish an enduring legacy. For business owners, real estate investors, entrepreneurs, and high-net-worth individuals, these...

A person holding a stack of money they took out from their 770 account.

15 Jan What Is A 770 Account For Using The Infinite Banking Concept

Posted at 08:00h in Be Your Own Bank, Infinite Banking, Insurance, Private Bank

Few strategies are as powerful and misunderstood as the 770 account, a financial strategy that can significantly boost your ability to preserve your wealth and protect your assets even after you retire. Continue reading to discover how a 770 account can become a game-changer for...

Hands on the keyboard of a laptop with a private banking portal on screen.

01 Jan What is Privatized Banking and Is It for You?

Posted at 08:00h in Be Your Own Bank, Family Banking, Private Bank

In an era where financial control and privacy are increasingly vital, privatized banking has emerged as a powerful strategy for business owners, real estate investors, entrepreneurs, and high-net-worth individuals. You may have heard about this innovative approach to wealth management, but understanding its true potential...

15 Dec Securing Your Financial Future: Why You Should Consider Being Your Own Bank

Posted at 08:00h in Be Your Own Bank, Family Banking, Private Bank

In a world of economic uncertainty, preserving and growing wealth while maintaining financial independence has never been more critical. As affluent business owners, real estate investors, and entrepreneurs, you have worked tirelessly to build your financial success. But are you confident in the strategies protecting...

Be Your Own Bank